Streamline Operations
Workflow software to document and automate all of your operational processes from Owner Onboarding to Move-Ins, Lease Renewals, Collections, and more.
No credit card required.
Workflow software to document and automate all of your operational processes from Owner Onboarding to Move-Ins, Lease Renewals, Collections, and more.
No credit card required.
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Don't settle for a basic checklist. Build powerful, actionable, and well-documented processes that will actually be followed. Fully customizable, easily updated, and scalable as you grow.
Use templates, relative due dates, and automation to send your communications at just the right time in your processes. See all communication in the process record. Ensure your owners and tenants are well informed and save time to focus on higher value tasks.
Reduce manual data entry by syncing up-to-date data from your property management software. Use this data to start your processes automatically, power your conditional logic, and update your outbound emails and texts automatically.
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Simply log into LeadSimple to see all open and completed tasks, find all the communication about a process in one place, see which processes are on track or overdue, and which stage each process is in.
Autopilot rules are powered by your data, integrated and updated directly from your property management software.*
Start delinquencies, move ins, lease renewals and move outs automatically based on specific criteria that you choose. Allow processes to automatically trigger each other.
No more forgetting to start processes or send late rent reminders!
Automate the start, communication, conditional logic, and other tasks throughout the process.
*Feature availability varies by property management software.
Prevent mistakes that take time and money to fix. Build and use detailed automated workflows to ensure everything happens accurately and on time.
Automate communications, handoffs, data entry, conditional paths, and much more!
Manage more doors with less stress and manual labor.
Get big picture clarity into everything that is happening in your business. Ensure processes are done the same way every time.
Consolidate your CRM, Operations, and Shared Inbox together, integrated with your PM Software, for easy transitions and big picture clarity.
Prevent churn and grow faster by providing a great customer experience through consistent, automated processes.
Make your company more resilient and ready to grow and scale with well documented processes.
"LeadSimple is the process management software that will enable us to go from 500 units to 5000 units.”
- Chuck Kelley, Eclipse Property Management
"I sleep better. The peace of mind knowing that we’re providing a great service to owners and tenants by having LeadSimple has just made life a lot easier."
- Chris Goodman, Brewer & Stratton Property Management
Over fifteen process templates already built out and ready for you to customize and use, with unlimited possibilities to create more processes of your own!
One hundred plus pre-built, fully customizable stages and workflows designed to help you streamline and document your processes.
Over ninety email and text templates, already written and fully customizable, to send manually or automatically throughout your processes.
Over five hundred fully-customizable workflow tasks are already built into the templates so you don’t have to start from scratch.
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Live Classes
Attend live classes with a LeadSimple expert, from initial software training through process specific coaching classes. Stay accountable and work on homework assignments between classes.
Templates & Worksheets
Get access to our fully customizable property management specific templates to get you started. Our process worksheets walk you through how to think through a process so you can build processes like a pro.
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Accountability & Resources
Stay accountable and work on homework assignments between classes to become a process expert. Take advantage of our full library of help articles, video courses, and tutorials.
Use LeadSimple's powerful stages and workflows to document your entire process and automate key points.
Build calls, emails and text messages directly into your processes instead of creating complex integrations to trigger those activities.
Integrate with your property management software to keep your Owner, Tenant and Property in sync and avoid all double-data entry.
Add conditions to your workflows to only trigger the tasks that are relevant to the specific process you're working on.
Integrate with Zapier to generate documents, send mailers, and trigger actions in other software you use.
Set process deadlines and set task due dates against the deadline to make sure they get done on time.
Trigger tasks based off a custom date field like the move-in or lease expiration date to make work happen when it should.
Include video or written instructions for each step of the process so that your employees can work a process with minimal training.
Stop a process from continuing until a specific task, or set of tasks, has been completed.
Set some tasks to "required" so that every important task gets completed regardless of what stage the process is in.
Set contact roles to automatically pull in Owner Tenant or Vendor data when you create a new process.
Add fields for any data you want to track on your processes that LeadSimple doesn't include by default.
Start automating your business today with your free trial. Not convinced yet? Schedule a demo to see it in action.
No credit card required.
